Setup: Ability to use Jobs

One of my clients is a tradie who needs to track jobs. I would recommend he uses Account Right but he uses a Mac and is limited to Essentials in the MYOB software range. Jobs tracking on Essentials is essential.

Thank you very much for your vote and feedback BLConstruct

It is true Essentials Accounting being an simple accounting it doesn't have a lot of the advanced customisations AccountRight does. However it is an ongoing project for our developers to continue improve Essentials. Hopefully jobs can be added in one of the future updates.

Thank you for your vote and feedback RemedyAccounts

It might be worth while to recommend AccountEdge for MAC to this client, which can also track jobs. If you are a partner with us you would have access to AccountEdge Partner's Edition, which can be installed on Windows and open AccountEdge files. Otherwise you do need to use a MAC to work on client's file.

Another option would be using Windows Parallel on MAC, so the client can install AccountRight then.

Hope this helps. 

As our office looks at cloud accounting options and a move away from MYOB AccountEdge, we are needing the ability to continue using job numbers.  We use these for our Relief & Development projects as a mean to track donations for each project and the many sub categories for each project.  Not only do we get a running total for each, but we use this to also report the monthly donation breakdown to each project which is important.

In look at cloud options, we would prefer staying with MYOB as we are familiar with the product, and would love for job numbers to be intergrated into MYOB essentials.

MYOB AccountRight Live has that functionality I believe, but as an office running MAC equipment, this would require additional hardware/software purchases.

Thanks for your feedback AusMercy.  We are committed to continuing to improve Essentials moving forward. Hopefully will be able to accommodate your needs in future.

This would be a great feature for us! As a cabinetry business we have a number of clients for whom we are doing a number of jobs all at the same time but without opening up each quote or invoice there is no way to quickly differentiate between the jobs.

Hello rhave

Thank you for your feedback in regards to the jobs in Essentials. I have passed your comments on to the relevant teams for you.

Regards,

Kat

Client Support 

Hi Guys,

In the nature of our work, it would be really good if on an invoice or estimate, there was a data entry field where we could enter a job project title or brief universal invoice description header at the top of a project invoice - and then just list the individual item components below as we do now.

Currently, we can only add the Client/Customer name at the top and then below, individual line items/descriptions.

As it is now, we have to use the first line of the item descriptions columns to enter a project name and are then also forced to enter a $0 amount so the row completes

We kind of get around this at the moment by putting the project name in the address field which then on the invoice or estimate places it in the white void between the customer field and the items box/fields. 

See attached image as an example.

I hope this may be of help and it would be great to see a development around this thought.

Thanks and cheers, M

Thanks for your reply Clover, however I have been told for 2 years that MYOB were planning to add job costing to MYOB essentials and I am considering changing products as it is really affecting the way I run my business. Is there anyway we can get a time frame on this?

I run a construction company and would absolutely require this feature asap.  We are now considering changing solutions to Xero because of this lack of feature.

We currently use a workaround to add a Job Id to the invoices field against every expense.  We then filter on the Job Id to get a list of all expenses on that Job.  Unfortunately we still cant export this data to a spreadsheet.

The Job Id will also need to be made available in the invoices.  Then we need a report to job all invoices and expenses assigned to a Job.  We sometimes have same client with multiple job sites and we cant distinguish which expense/invoice is for which job site.

I would see this as a very basic simple feature that shouldn't take this long to implement.

PLEASE IMPLEMENT THIS ASAP! OR WE ARE LEAVING.